Brian Reid
Fairfield,IA
Summary
Passionate about the firm, associates and the FP's. I bring a wealth of expertise in business planning, growth and revenue development as well as building a winning and passionate team. Bringing 15+ years of leadership in the financial services industry along with an enthusiastic, forward-thinking mindset and a demonstrated track record of accomplishment with successful teams.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Practice Management VP
Cambridge Investment Research
11.2009 - Current
- Hired and managed employees to maximize productivity while training staff on best practices and protocols.
- Spearheaded cross-functional initiatives across departments to achieve business goals for bottom-line profits.
- Aligned organizational objectives with company mission to increase business growth and integrate work strategies.
- Cultivated a high-performance culture within the organization by setting clear expectations for team members at all levels, providing regular feedback, and recognizing achievement.
- Collaborated closely with various department heads on strategic planning initiatives to ensure alignment between corporate goals.
- Increased company growth and FP overall satisfaction through program development and delivery of RPM Coaching.
Education
Bachelor of Arts - Business Management
AIB College of Business
Des Moines, IAAssociate of Arts - Business Administration And Management
Indian Hills Community College
Ottumwa, IASkills
- Strategic Planning
- Program Management
- Growth planning
- Program Oversight
- Report Preparation
- Cross-Functional Collaboration
- Client Relationship Building
- Management Team Leadership
- People and Culture
- Relationship and Team Building
- Approachable leader
- MIssion and Vision
- Budget Planning
- Brand Management
- Annual Planning
- Business Consulting
- Executive Leadership
- Talent Recruitment
- Effective Communicator and Public Speaker
- Revenue Growth
Certification
FINRA Series 7
Registered Corporate Coach
Timeline
Practice Management VP
Cambridge Investment Research
11.2009 - Current
Bachelor of Arts - Business Management
AIB College of Business
Associate of Arts - Business Administration And Management
Indian Hills Community College
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